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FBTIX vs JFNIX
FBTIX vs JFNIX Comparison Chart in %
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FBTIX vs. JFNIX commentary
Sep 16, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FBTIX is a Hold and JFNIX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.49B vs. FBTIX (1.46B). FBTIX pays higher dividends than JFNIX: FBTIX (2.56) vs JFNIX (0.39). FBTIX was incepted earlier than JFNIX: FBTIX (25 years) vs JFNIX (16 years). JFNIX (0.77) is less costly to investors than FBTIX (0.71). FBTIX is a more actively managed with annual turnover of: 73.00 vs. JFNIX (35.00). FBTIX has a lower initial minimum investment than JFNIX: FBTIX (0) vs JFNIX (2500). FBTIX annual gain was more profitable for investors over the last year : -4.51 vs. JFNIX (-14.00). JFNIX (5.66) and FBTIX (5.52) have equivalent 5 years return.
| FBTIX | JFNIX | FBTIX / JFNIX | |
| Total Expense Ratio | 0.71 | 0.77 | 92% |
| Annual Report Gross Expense Ratio | 0.71 | 0.77 | 92% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | 14.491 | 2.970 | 488% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 4.49B | 33% |
| Annual Yield % from dividends | 2.56 | 0.39 | 657% |
| Returns for 1 year | -4.51 | -14.00 | 32% |
| Returns for 3 years | 33.87 | 13.31 | 255% |
| Returns for 5 years | 5.52 | 5.66 | 98% |
| Returns for 10 years | 20.48 | 19.26 | 106% |
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